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WisdomTree MidCap Dividend Fund shares owned by Stonebridge Financial Group

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Stonebridge Financial Group from 13F filings

Historical chart of Stonebridge Financial Group investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Stonebridge Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 364k 52.30
2025-06-30 $18M 360k 50.12
2025-03-31 $17M 337k 49.52
2024-12-31 $17M 325k 50.97

More positions owned by Stonebridge Financial Group

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core Div Grwth (DGRO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

Top funds holding WisdomTree MidCap Dividend Fund

Morgan Stanley
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Creative Planning
Ameriprise Financial
Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
Commonwealth Equity Services
Royal Bank of Canada
Mercer Global Advisors
Kestra Advisory Services
Cetera Investment Advisers
Coldstream Capital Management

View all funds holding WisdomTree MidCap Dividend Fund